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Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth

Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
5.03%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
All
NAV: 12 Aug 2022₹12.05
Min. SIP amount₹500
Rating2
Fund size₹27.77Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA2.1%5.0%5.6%
Category averageNA14.2%7.4%NA
Rank with in categoryNA3529NA
Understand terms

Holdings (40)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec18.2%
Karnataka State
OthersSDL9.0%
Housing Development Finance Corpn. Ltd.FinancialDebenture7.4%
Tamilnadu State
OthersSDL5.6%
Bharat Petroleum Corporation Ltd.EnergyDebenture3.7%
GOI
SovereignGOI Sec3.6%
GOI
SovereignGOI Sec3.4%
ICICI Bank Ltd.FinancialEquity2.2%
HDFC Bank Ltd.FinancialEquity1.9%
Infosys Ltd.TechnologyEquity1.8%
See All

Pros and cons

Category: Solution Oriented Retirement

Pros

Cons

Exit load is zero
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.64%
Lock-in period: 5Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.64%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Dhaval Shah
Dec 2021 - Present
View details

Education
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Experience
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
Also manages these schemes

Harshil Suvarnkar
Mar 2021 - Present
View details

Education
Mr. Suvarnkar has done B.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience
Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth?

You can easily invest in Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth provide?

The Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth has been there from 11 Mar 2019 and the average annual returns provided by this fund is 2.07% since its inception.

How much expense ratio is charged by Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth?

The term Expense Ratio used for Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is 0.64% as of 17 Aug 2022...

What is the AUM of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth?

The AUM, short for Assets Under Management of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is ₹27.77Cr as of 17 Aug 2022.

How to Redeem Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth?

If you want to sell your Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth?

You can select either SIP or Lumpsum investment of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth?

The NAV of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is ₹12.05 as of 12 Aug 2022.

What is the PE and PB ratio of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth?

The PE ratio ratio of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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